How do I take bookings for sessions?

1. Go to Sales / CRM, then Call booking

   Offerings, availability windows, blackout dates and the sessions themselves all live here.

2. Create the offering

   Give it a length, a capacity and a price. Choose whether it is in person or online, because that choice changes more than the wording.

3. If it is in person, add the venue

   A paid in-person offering needs an address, and the app shows it beside the price. This is not decoration: it is what makes an in-person session legible as one, both to the person turning up and to anyone reviewing the app.

4. Set your availability

   Add the windows you are open for. An offering with no windows renders as a screen with no times, which reads as broken rather than as fully booked.

5. Set the cancellation policy

   Late cancellations and no-shows can carry a charge. Decide this before your first booking rather than after your first no-show.

Worth knowing

• A paid online session is one-to-one only. Paid online group sessions cannot be created, and the server refuses them rather than failing at checkout.
• An online group session is still perfectly possible; make it free and include it in your coaching.
• Money for a booking is held until the session is delivered, so cancelling before then needs no clawback.

What this uses

• Appointment and class booking
• Calendar and scheduling

Next

• How do I move my clients over from another platform?
• How do I get paid through Colossus?
• How do I build my first training program?